Sales Rep Settings
Requires. Restrict User Representative Numbers Information on your account. Without it, the section is hidden entirely.
Your Sales Rep Settings page is where you manage your rep numbers — the identifiers your company uses to tag deals with you in reports, commissions, and partner billing. Different industries and different partners use rep numbers differently, but the shape is always the same: a number (or alphanumeric code) scoped to something — a specific location, a specific state, or globally ("All").
A user can have multiple rep numbers. The most common setup is one number per jurisdiction or per partner: your Rep #1234 for Dallas, your Rep #5678 for Houston, your Rep #ADT-9999 for ADT-originated deals, and so on.
The page heading is "Sales Rep Settings".
Getting here
- From any Settings page, click Sales Rep Settings in the Settings sub-nav.
- Or navigate directly to
https://portal.securitytrax.com/acme/settings/sales-rep-settings.
The Rep Numbers table
The main content is a table titled "Rep Numbers".
Add button
If you have permission to create/edit (see below), a + New Rep Number button sits above the table on the right. Clicking it opens the edit modal with an empty form.
Columns
| Column | What it shows |
|---|---|
| Number | The rep number itself (e.g. 12345, ADT-9999). Clickable if you can edit — opens the edit modal. |
| Type | The domain this number is scoped to (e.g. Location, State). |
| Value | The specific target within that domain (e.g. Dallas Office, Texas, or All). |
Empty state
If you have no rep numbers yet, the table shows a single empty-state row.
Permission to create/edit
Most users with access to this page can add/edit/delete their own rep numbers freely. Some company configurations restrict rep-number creation/editing to users with a specific internal tag. If that applies to you and you don't have the tag, the table renders in read-only mode — you can see your rep numbers but can't modify them.
Attempts to save/delete when you lack permission show a permission-denied toast.
The edit modal
Opening the modal (via + New Rep Number or by clicking an existing number) shows a form in a modal with the title "Rep Number".
Form fields
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Number | Yes | Text | 1–255 characters | The rep number. |
| Type | Yes | Select | Required | What the number is scoped to. Default types: Location, State. Changing this updates the Identifier dropdown. |
| Identifier | Conditional | Select | Required for State; optional for Location | The specific value within the type. See below. |
How Type drives Identifier
| Type picked | Identifier options | Identifier required? |
|---|---|---|
| Location | All Locations (value All) + every active location you're associated with |
Optional — you can pick All Locations or just leave the identifier blank (both mean the number applies to all locations). |
| State | All States (value All) + every U.S. state |
Required — pick a specific state or All States. |
Other types (if your admin has custom ones configured) behave like State — identifier required.
The typical pattern:
- Location-scoped rep number: picks up deals at that specific location. Multiple per-location rep numbers lets you track per-office performance.
- State-scoped rep number: picks up deals in that state across any location your company operates.
- All variant: a single "catch-all" rep number for deals that don't match a specific location or state.
Action buttons
| Button | When shown | Effect |
|---|---|---|
| Delete (red, ghost variant) | Only when editing an existing rep number | Permanently deletes the rep number. No secondary confirmation — one click deletes. |
| Cancel | Always | Closes the modal without saving. |
| Save (primary zinc) | Always | Validates, saves, closes modal, refreshes the table. |
Step-by-step — adding a location-specific rep number
- Click + New Rep Number.
- In Number, type your rep identifier (e.g.
12345). - In Type, pick Location.
- In Identifier, pick the specific location the number should apply to (or All Locations if it covers everywhere).
- Click Save.
- Toast: "Rep Number Created". The table refreshes with the new row.
Step-by-step — editing an existing rep number
- In the Rep Numbers table, click the Number value of the row you want to edit.
- The edit modal opens pre-populated with the current values.
- Make your changes (number, type, identifier).
- Click Save. Toast: "Your changes have been saved."
Step-by-step — deleting a rep number
- Click the rep number to open the edit modal.
- Click Delete at the bottom-left of the modal (red, ghost-style).
- The rep number is removed immediately — no secondary confirmation.
- Toast confirms deletion.
Heads up. Deleting a rep number doesn't retroactively un-attribute past deals — historical records keep the rep-number reference. It only affects future deal tagging.
Common gotchas
- Two rep numbers with overlapping scope. Nothing prevents you from having two Location-scoped rep numbers both set to Dallas Office. Your company's deal-tagging logic picks the first match, which may be surprising. Keep your rep numbers disjoint when possible.
- "All" vs. no Identifier. Picking All Locations as the identifier is equivalent to leaving it blank on a Location-scoped rep number. State-scoped requires an explicit value (including All States).
- Rep numbers don't automatically propagate to sources. Just adding a rep number here doesn't register it with your sources — you'll still need to confirm the number with them separately.
Related
- Profile — your basic user info, separate from rep numbers.
- My Assigned Leads — leads routed to you; often matched using rep numbers.
- Leads — the company-wide lead queue.
- Admin: Users (admin reference) — managers can also edit user rep numbers from the admin Users page.